Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF. Learn More

Moving Section out of Document to create new Document

Beantwoord
Request Demo

I cannot figure out a way to move a section out of one document and create a new document with that section.  I have one narrative that is now obsolete and I want to move it to another document to separate it from active narratives.  How can this be done?

0

Opmerkingen

1 opmerking

Datum Stemmen
  • Mike

    Hi Jayne!

    Thanks for the question. If I follow you right, the best way to do this today would be to copy and paste that data over from the first document, to a newly created, blank document. Once that is done, you can delete the old section out of the first document.

    Another option could be to export that section of the first document to DOCX and then import that DOCX into Workiva as the new file.

    The only considerations I might make here is if any links (or XBRL, although not likely for narratives) to copy over, in which case the copy/paste is best. If no links are involved and the section is large, the DOCX method might work best in that case.

    Let me know if you have any questions on either of these approaches, or if I've missed the boat entirely and I'll be happy to help however I can. Thanks again and have a great rest of your day!

    Let me know

    -1

U moet u aanmelden om een opmerking te plaatsen.